DWMF vs DIVD overlap
DWMF and DIVD overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: DWMF, SEC Form N-PORT, June 30, 2026; DIVD, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | DWMF | DIVD |
|---|---|---|
| LPL Financial LLC | $3.5M | $442K |
| Harbour Investments, Inc. | $11K | $69K |
| Morgan Stanley | $26K | $93 |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: DWMF institutional holders, DIVD institutional holders.
Frequently asked questions
How much do DWMF and DIVD overlap?
0.0% by weight, with 0 holdings in common, using holdings for DWMF as of June 30, 2026 and DIVD as of July 31, 2026.
Do institutions hold both DWMF and DIVD?
3 Form 13F filers report positions in both, out of 35 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.